Osbon Capital is a fee-only SEC-registered investment adviser. Osbon Capital’s principal place of business is located in Boston, Massachusetts. We have been in business since 2005, with Jon M. Osbon as the sole owner and Managing Member. John F. Osbon serves as the firm’s Chief Compliance Officer. Discretionary assets under our firm’s management were approximately $159,884,134 as of December 31, 2023. Non-discretionary assets under our firm’s management were approximately $13,816,772 as of December 31, 2023. Portfolio Management/Portfolio Consulting Services Osbon Capital is in the business of managing individually tailored investment portfolios. Our firm provides continuous advice to a client regarding the investment of client funds based on the individual needs of the client. Through personal discussions in which goals and objectives based on a client's particular circumstances are established, we develop a client's personal investment policy or investment plan and create and manage a portfolio based on that policy or plan. During our data-gathering process, we determine the client’s individual objectives, time horizons, risk tolerance, and liquidity needs. We may also review and discuss a client’s prior investment history, as well as family composition and background. We will manage advisory accounts on a discretionary, non-discretionary or consulting basis. For discretionary accounts, we will implement transactions without seeking prior client consent. For non-discretionary accounts, we will seek prior client consent for every contemplated transaction. Therefore, clients with non-discretionary accounts should understand that any delay in obtaining consent may result in less favorable transaction terms, including higher security price and/or higher commissions and/or limited availability of the securities sought. For consulting clients, we will provide ongoing portfolio monitoring and investment recommendations,

but any transaction implementation will remain the responsibility of the client. Portfolio consulting clients may decline to follow any or all of our recommendations at any time. Private Placement Management Services Osbon Capital serves as investment manager to several private funds (the “Funds”). Interests in the Funds are offered in reliance upon various exemptions available under the securities laws for transactions in securities not involving a public offering. Osbon Capital manages the Funds on a discretionary basis in accordance with the terms and conditions of the Funds’ Private Placement Memoranda and organizational documents. Prospective investors in the Funds should be aware of additional risks, restrictions on withdrawals and redemptions and other important information associated with investment in the Funds. This information is outlined in the Funds’ Private Placement Memoranda and subscription documents. Prospective investors should refer to the Private Placement Memoranda and subscription documents for information regarding these important additional considerations and risk. Services in General Account supervision is guided by the stated objectives of the client (i.e., maximum capital appreciation, growth, income, or growth and income), as well as tax considerations. Clients may impose reasonable restrictions on investing in certain securities, types of securities, or industry sectors. Our investment recommendations are not limited to any specific product or service offered by a broker dealer or insurance company and will exclusively involve indexed exchange traded funds (ETFs). We tailor all of our portfolio management recommendations to the individual needs of each client. All such recommendations are tailored based on information gathered through client questionnaires, electronic communications, telephone and in-person discussions.